Google Taps Unity to Bring AI Game Creation to the Masses
Google and Unity team up to launch AI-powered, no-code game creation, building on Google Playground and Unity Spark.
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Roblox shares are trading lower after Google and Unity announced a strategic partnership on a new AI gaming platform.
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Google and Unity team up to launch AI-powered, no-code game creation, building on Google Playground and Unity Spark.
AMD stock navigates Treasury yield pressures as a planned 2027 supply ramp supports its $1 trillion-plus market valuation.
The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.
Custom AI processors (ASICs) are expected to account for over one-third of AI compute by 2030, shifting away from GPUs. Broadcom is positioned as a key beneficiary, designing custom chips for major tech companies including Alphabet, Meta, OpenAI, and Anthropic. The company's AI revenue grew 221% to $16.7 billion in the latest quarter, with management projecting AI sales to reach $230 billion by fiscal 2028.